Services for Lawyers

//Services for Lawyers
Services for Lawyers 2018-10-20T11:20:28+00:00

Services For Lawyers

Ideal Financial Management over the years have established a specialism within certain demographics that we feel we can make a real difference. One of these areas  is assisting the legal profession in areas such as Matrimonial & Family work, Trust and Estate planning as well as Private Client work.

If you are a solicitor and would like to discuss any of these areas further please contact Dave Patrickson on 01302 880140.

Latest from The Blog

Should I Transfer my Final Salary Pension Scheme?

October 20th, 2018|0 Comments

Since the introduction of Pension Freedoms in 2014 we have seen a significant increase in requests from clients wanting advice on transferring their final salary (also known as defined benefit) pension schemes to defined contribution [...]

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World Mental Health Day

October 10th, 2018|0 Comments

So today is World Mental Health Day.  The goal is to help raise mental health awareness and encourage us to make a contribution that can help people dealing with mental health problems to live better [...]

The use of Investment Bonds in Long Term Care Planning

October 8th, 2018|2 Comments

When individuals become ill or suffer a disability that means they are unable to care for themselves (with the probability that the disability will continue over the long term) then long term care may be [...]

4 Savings Habits of Millionaires

October 8th, 2018|0 Comments

There are no shortcuts or guarantees when it comes to achieving self-made millionaire status. That said, it can’t hurt to look at the financial habits of those who have managed to do just that to [...]